A day in the life of a fund specialist
What does a day in the life of a fund specialist look like? Ali Simpkins, fund specialist at Momentum Investments, describes her role and how she assists financial advisers.
Retirement coaching: adding value to your practice
When the prospect of full-time retirement looms, your clients will suddenly have many hours of free time to do all those things that they dreamed of during their working life., says Stephan le Roux, CFP®, Financial Planning Coach, Old Mutual Wealth
Estate Planning – 2C or not 2C
Dr Rika van Zyl CFP®, FPSA®, School of Financial Planning Law, UFS, clarifies, when to apply Section 2C of the Wills Act 7 of 1953 and when not to
Lessons from the Comrades Marathon
Next year, my father, Barry Holland, is poised to take part
in his 50th consecutive Comrades ultra-marathon. I am struck by the invaluable lessons in his athletic
achievements and the striking parallels they provide
to the world of financial advice and investing, says Kathryn van Dongen, SA Managing Director, PortfolioMetrix
The case for strategic corporate outsourcing
The 1990s saw organisations starting to outsource business activities, such as accounting, HR, data processing, security and maintenance to cut costs. Today, outsourcing is seen as a far more strategic tool than merely a cost-saving exercise.
The 7 Pillars of Financial Health by Rob Macdonald
The premier launch of “The 7 Pillars of Financial Health” by Rob Macdonald, will be hosted at Exclusive Books, Cavendish Square, Cape Town on the 27th of September 2023, 17h30 for 18h00.
Adding value, time and money
Integrity, knowledge, service and teamwork are the values that Bovest Wealth Management stands for and on which its success is built. Blue Chip caught up with the company’s wealth managers, PJ and Geo Botha.
Why we’ve slashed our Chinese growth forecast
Economic forecasting can be a thankless task, and the latest round of revisions to our expectations for China came with a large portion of humble pie, says David Rees, Senior Emerging Markets Economist, Schroders
Harnessing the power of digital solutions in wealth management
By leveraging technology, advisors can better address the evolving needs of their clients, building stronger relationships and driving client satisfaction, says Hymne Landman, Head of Momentum Wealth.
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How people become wealthy
But the true architect of enduring wealth? People who patiently invest in high-quality companies that grow and compound over time.
Think Warren Buffett and Berkshire...
Improved balance in your practice
Florbela Yates, Managing Director of Equilibrium, speaks about the current DFM landscape and the status of her organisation.
Humans Under Management Conferences 2025
Save the date for the 2025 Humans Under Management Conferences
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